The Renaissance Group Llc
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 1,983
- Avg AUM / client
- $1.5M
- Accounts
- 2,085
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Investments (13F portfolio — 234 positions, $2,389,301,285)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | CAP STK CL A | $42,303,881 | 147,113 | 1.77% | 1.46% |
| 2 | Kla Corp | COM NEW | $41,109,977 | 27,920 | 1.72% | 1.41% |
| 3 | Jabil Inc | COM | $40,651,613 | 153,038 | 1.7% | 1.4% |
| 4 | Broadcom Inc | COM | $40,563,203 | 131,039 | 1.7% | 1.4% |
| 5 | Comfort Sys Usa Inc | COM | $40,505,935 | 29,374 | 1.7% | 1.39% |
| 6 | Apple Inc | COM | $40,225,854 | 158,501 | 1.68% | 1.38% |
| 7 | Emcor Group Inc | COM | $38,983,077 | 52,800 | 1.63% | 1.34% |
| 8 | Amphenol Corp New | CL A | $38,557,027 | 305,160 | 1.61% | 1.33% |
| 9 | Applied Matls Inc | COM | $37,466,097 | 109,617 | 1.57% | 1.29% |
| 10 | Hershey Co | COM | $37,014,442 | 178,048 | 1.55% | 1.27% |
| 11 | Cardinal Health Inc | COM | $36,792,205 | 174,115 | 1.54% | 1.27% |
| 12 | Motorola Solutions Inc | COM NEW | $35,970,621 | 82,887 | 1.51% | 1.24% |
| 13 | Costco Whsl Corp New | COM | $35,591,107 | 35,719 | 1.49% | 1.22% |
| 14 | Arista Networks Inc | COM SHS | $35,419,762 | 288,482 | 1.48% | 1.22% |
| 15 | Amazon Com Inc | COM | $35,194,269 | 168,976 | 1.47% | 1.21% |
| 16 | Ww Grainger Inc | COM | $34,609,042 | 31,728 | 1.45% | 1.19% |
| 17 | Jones Lang Lasalle Inc | COM | $34,448,195 | 113,197 | 1.44% | 1.19% |
| 18 | Netflix Inc | COM | $34,430,081 | 358,087 | 1.44% | 1.18% |
| 19 | Tjx Cos Inc New | COM | $33,421,430 | 209,276 | 1.4% | 1.15% |
| 20 | Microsoft Corp | COM | $33,319,149 | 90,010 | 1.39% | 1.15% |
| 21 | Abbvie Inc | COM | $33,299,107 | 153,106 | 1.39% | 1.15% |
| 22 | Lam Research Corp | COM NEW | $33,062,652 | 154,744 | 1.38% | 1.14% |
| 23 | Tapestry Inc | COM | $32,988,021 | 233,775 | 1.38% | 1.13% |
| 24 | Meta Platforms Inc | CL A | $32,892,886 | 57,492 | 1.38% | 1.13% |
| 25 | Neurocrine Biosciences Inc | COM | $32,457,768 | 246,377 | 1.36% | 1.12% |
Top 25 of 234 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 184 | $94.1M | 3.24% |
| High net worth individuals | 30 | $171M | 5.88% |
| Banking or thrift institutions | 111 | $42.2M | 1.45% |
| Investment companies | 2 | $165M | 5.68% |
| Pension and profit sharing plans | 1 | $27.1M | 0.93% |
| Charitable organizations | 4 | $49.5M | 1.7% |
| State or municipal government entities | 7 | $80.4M | 2.76% |
| Corporations and other businesses | 3 | $110M | 3.77% |
| Other | 1,641 | $2.2B | 74.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Gmp & Employers Pension Plan Gmp & Employers Pension Plan | Cincinnati, OH | 2024 |
| Pavers & Road Builders Dc Pension Fund Pavers & Road Builders Dc Pension | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Edward Schroer | Managing Partner/Executive Committee Member/Cio | CFA | Nov 1995 (31y) | ≈ 3.75% – 10% via Schroer Financial Management, Inc. |
| Paul Anthony Radomski | Managing Partner/Executive Committee Member/Llc Member | CFA | Nov 1995 (31y) | 5% – 10% |
| Bruening, Joe, Gerard | Senior Partner/Llc Member | Jul 2003 (23y) | Less than 5% | |
| Meiners, Mary, Caroline | Partner/Llc Member | Jul 2003 (23y) | Less than 5% | |
| Warrier, Sudhir, Sreedhara | Chief Compliance Officer/Coo/Senior Partner/Llc Member | Jul 2003 (23y) | Less than 5% | |
| Andy Eng | Partner/Llc Member | CFA | Mar 2017 (9y) | Less than 5% |
| Michael Jon Streitmarter | Partner | CFA | Jan 2024 (3y) | Less than 5% |
| Kora Jefferis | Registered representative | CFP | Nov 2024 (2y) | |
| Brad Nicholas Zoltak | Registered representative | CFA | Aug 2025 (1y) | |
| Curtis John Ludwick | Registered representative | CFA | Jan 2026 (1y) | |
| Patrick J Martinak | Registered representative | CFA | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Amg Renaissance Holdings Llc | Manager Member | Jan 2011 | A | 50% – 75% |
| Schroer Financial Management, Inc. | Llc Member | Nov 1995 | A | 5% – 10% |
| Affiliated Managers Group, Inc. | Sole Member And Manager | Jan 2011 | B | ≈ 37.5% – 75% via Amg Renaissance Holdings Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Edward Schroer: 75% – 100% of Schroer Financial Management, Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Affiliated Managers Group, Inc.: 75% – 100% of Amg Renaissance Holdings Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gmp & Employers Pension Plan | Gmp & Employers Pension Plan | 2,185 | $566M | 01/01/2024 |
| Pavers & Road Builders Dc Pension Fund | Pavers & Road Builders Dc Pension | 2,120 | $776M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $1.6B (55% of AUM) Apr 2026
- State Street $1.1B (20% of AUM) May 2018
- UBS $805M (15% of AUM) May 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗